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Since our Asset Management service is fee compensated
and not commission driven, our investment analysis and recommendations are independently researched. Being an independent
firm, we offer no biased recommendations. We want your assets to trully outlive you, not for you to outlive your
assets. A recent study has shown that 91 % of a portfolio’s performance is determined by asset allocation. Asset Management
through asset allocation insures that your portfolio is right for you by undergoing continual balance with the financial markets
and your time-horizon, attitude toward risk, goals, family and tax considerations. By this methodology we manage individual
and joint investment portfolio’s, IRA’s, trust accounts, retirement, estate accounts and accounts for children
and grandchildren as well as small business and professional accounts. Asset Management is a 5-step process.
The 5 Step Process
Step 1. The first step is to determine
your goals, risk tolerance, tax status, time horizon
and
assets under ownership. This step requires filling out a confidential
questionnaire and an office visit.
Step 2. An asset allocation investment plan is designed. Drawing on the data
from step 1, suitable investments are methodically chosen to meet the design criteria. Investments
may include common and preferred stock, taxable and tax-free bonds,
mutual funds (foreign and domestic
stocks and bonds)
and variable and fixed tax-deferred annuities.
Step 3. After client approval, the investment plan is entirely implemented by Langway Capital Management.
Step 4. We provide an ongoing program of monitoring, adjusting and rebalancing your portfolio as dynamics dictate. (see
step 2)
Step 5. Quarterly reports are issued. Management reviews
with clients, examine
investment positions, value, transactions and performance. E-mail and
telephone calls are welcome.
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